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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

NAO ERP is a cloud-based enterprise resource planning and inventory management system that is compatible with customer relationship management (CRM) tools, crafted to deliver a versatile, comprehensive platform that consolidates sales, account management, order processing, logistics, procurement, inventory control, customer service, and reporting into one cohesive solution for small to medium-sized businesses. It facilitates efficient ecommerce operations alongside manual sales order processing, managing purchase orders, tracking goods receipt, making stock adjustments, calculating landed costs, and monitoring average weighted costs and profitability. Additionally, it offers functionalities for kitting and bundled products, project and job management, multi-currency invoicing, and timekeeping, all supported by detailed dashboards and analytics. NAO ERP also features direct integration with leading CRMs, including Salesforce and HubSpot, through specialized editions that operate natively within those platforms. This integration empowers sales, service, and field teams by providing them with immediate access to order and customer data, thereby breaking down barriers between CRM and ERP functionalities. As a result, businesses can enhance collaboration and drive efficiency across various operational domains.

Description

A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
HubSpot CRM
MYOB AccountRight
Microsoft 365
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Sage Intacct
Salesforce
Shopify
Slack
WooCommerce
Xero

Integrations

Gmail
HubSpot CRM
MYOB AccountRight
Microsoft 365
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Sage Intacct
Salesforce
Shopify
Slack
WooCommerce
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

NAO ERP

Country

United States

Website

www.nao-erp.com

Vendor Details

Company Name

MAEIL

Founded

1999

Country

Lisboa

Website

transportersystems.com/crm-logistics-transports.html

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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